Pima Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Pima Federal Credit Union)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pima Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Pima Federal Credit Union under EIN 86-0124950 and plan number 003. The latest loaded filing year is 2023. The filing reports 148 participants and $6,803,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pima Federal Credit Union
- EIN
- 86-0124950
- Plan number
- 003
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $6,803,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240903122230NAL0009197091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,803,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,803,681
- Net assets (BOY)
- $5,300,908
Income & contributions
- Employer contributions
- $224,856
- Participant contributions
- $697,885
- Total contributions
- $922,741
- Total income / additions
- $1,790,879
Expenses & distributions
- Benefits paid
- $257,666
- Administrative expenses
- $27,345
- Total expenses
- $288,106
- Net increase / (decrease)
- $1,502,773
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets, LLC | NONE | $15,273 | not reported in the loaded dataset | 2023 |
| Cpi Qualified Plan Consultants, Inc | NONE | $12,072 | not reported in the loaded dataset | 2023 |